CITIC Construction Investment: The turning point for the medical device sector is approaching

36Kr learned that CITIC Construction Investment pointed out that the turning point for the medical device sector is approaching, and there are opportunities for performance and valuation recovery for individual stocks in 2026. Focus on companies that are expected to accelerate growth in 2026 compared to 2025, which may achieve a double boost in performance and valuation in the future. In 2026, the A-share medical device sector is recommended to focus on investment opportunities related to performance recovery and overseas expansion, while in the Hong Kong stock market, attention should be paid to the sector effects brought by the listing of several high-quality medical device companies, as well as the gradual profit release and undervalued layout opportunities of several leading companies in the medical device sub-sectors